Frequently Asked Questions

Most accountants look backwards: they file what happened last year. I'm a CIMA management accountant, which means I look at what's happening now and what's coming in the future. I don't do tax returns, year-end filings or payroll. I produce monthly management accounts, forecasts and KPIs, then sit with you to work out what they mean and what to do next. Think of me as the finance partner who works along with your accountant.

Your accountant's statutory accounts are prepared once a year, for HMRC and Companies House, months after the year ends. Management accounts are for you, produced monthly or quarterly, and show profit, cash and performance while you can still proactively take action.

I work mainly with Sage and I'm happy to work with Xero or whatever software you already use. However, if your current setup doesn’t provide clean, reliable data, I'll say so and suggest what would work better.

Established limited companies, usually with turnover above £500k, mainly across Wiltshire and the South West. Most are at the point where the owner wants more than a year-end figure: they want to understand margins, cashflow and what's driving performance.

Most clients are on a monthly retainer with regular reporting and reviews. However, I also take on one-off engagements depending on what your business needs.

With a free 30-minute discovery call. It's a chance for both of us to ask questions and check we're the right fit. No pressure, no proposal until you want one.

Yes. I use secure, GDPR-compliant tools and treat all client data with strict confidentiality.

I'm based in Swindon and prefer to meet clients face to face where I can, so most are within reach of Wiltshire, Bath, Bristol, Cheltenham, Oxford and Reading. I work remotely with businesses further afield.

It depends on the scope. Ongoing clients are on fixed monthly retainers and project work is fixed fee. You'll get a clear proposal before anything is agreed.

Access to your accounting software, recent profit and loss and balance sheet and 30 mins of your time to understand the business. I'll walk you through the rest during onboarding.